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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$22.21
Change-$0.28 (-1.24%)
VolumeN/A
Net Assets139.98M
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVEWX is a Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AVEWX (140M). CWGFX pays higher dividends than AVEWX: CWGFX (1.41) vs AVEWX (0.23). AVEWX was incepted earlier than CWGFX: AVEWX (16 years) vs CWGFX (25 years). AVEWX (1.03) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. AVEWX (9.50). AVEWX return over 5 years is better than : 40.76 vs. CWGFX (30.54).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.03 | 0.80 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.80 | 129% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.063 | 4.924 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 142B | 0% |
| Annual Yield % from dividends | 0.23 | 1.41 | 16% |
| Returns for 1 year | 9.50 | 16.18 | 59% |
| Returns for 3 years | 30.80 | 43.02 | 72% |
| Returns for 5 years | 40.76 | 30.54 | 133% |
| Returns for 10 years | 106.53 | 99.82 | 107% |
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